wsiu02
I broadly concur with your numbers - I posted my workings at 1mtpa and a $500 per tonne ($10 mmbtu)LNG price some time back. If I plug in 2mtpa and $750 per tonne I get closer to 1.2x PE.
The difference is the net back cost of gas. You use $5 mmbtu. If I net back the profitability of the PSC (ie the gas production) and the power station (because a large chunk of the power output with run the compressors) I get the cost of gas closer to $1.25 - $1.50 mmbtu.
The caveat here is that I am not 100% sure I have the PSC economics 100% right - not wrong or even wildly off - just not 100% right.
Can I ask if you included the profitability of the PSC and the PPA into your calculation?
Cheers
Del
- Forums
- ASX - By Stock
- EWC
- jamaica bid
jamaica bid, page-37
-
-
- There are more pages in this discussion • 5 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add EWC (ASX) to my watchlist
(20min delay)
|
|||||
Last
0.9¢ |
Change
0.000(0.00%) |
Mkt cap ! $27.71M |
Open | High | Low | Value | Volume |
0.9¢ | 0.9¢ | 0.9¢ | $216 | 24K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
5 | 2034991 | 0.8¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
0.9¢ | 186452 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
5 | 2034991 | 0.008 |
4 | 1047152 | 0.007 |
2 | 2250000 | 0.006 |
1 | 300000 | 0.005 |
2 | 650000 | 0.004 |
Price($) | Vol. | No. |
---|---|---|
0.009 | 186452 | 2 |
0.010 | 2982607 | 2 |
0.012 | 550362 | 2 |
0.013 | 250000 | 1 |
0.014 | 252448 | 1 |
Last trade - 10.02am 07/08/2024 (20 minute delay) ? |
Featured News
EWC (ASX) Chart |